Summary
Foundations Financial Partners LLC
Founded in 2014
Description
Certain individuals associated with Foundations Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (Securian), a registered brokerdealer and investment adviser, memb...
Strengths
- Revenue generated per employee is greater than industry average
- Since Foundations Financial Partners LLC was founded, the company has grown faster than the industry average
Weaknesses
- Foundations Financial Partners LLC has a very small market share in their industry
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Foundations Financial Partners LLC's annual revenue
$5968000
Based on Kona Equity data
-
Revenue per employee
$373000
-
Variance of revenue growth
0.09
-
Annual revenue growth since founding
$596800
-
Revenue growth rate from first known quarter to current
38.2%
Employee Count
16 employees
-
Employee growth rate from first known quarter to current
26.9%
Executives
Christopher Hackley
President & Managing Partner
c**@foundationsfinancial.comRichard Wenskoski
Operations Specialist
r**@foundationsfinancial.comErin Bender
Executive Assistant
e**@foundationsfinancial.comJillian Diana
Marketing Recruiting Coordinator
j**@foundationsfinancial.comKeith Tomer
Partner& Senior Advisor
k**@foundationsfinancial.comDebbie Whalen
Accounts Receivable Specialist
d**@foundationsfinancial.comColin Buckley
Financial Advisor
c**@foundationsfinancial.comEdward Gilbert
Charleston, South Carolina
e**@foundationsfinancial.comAnna Robinson
Financial Advisor
a**@foundationsfinancial.comCurtis Muhammad
Guaranteed Income, With Emphasis On Social Security Maximization Planner
c**@foundationsfinancial.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: Foundations Financial Partners LLC
- Category: Professional training & coaching
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
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Firmographic data G Score of 2 Founded in 2014 SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Foundations Financial Partners LLC's headquarters are located at 515 North Main St. Doylestown, PA 18901.
Foundations Financial Partners LLC's official website is foundationsfinancial.com
Foundations Financial Partners LLC's annual revenue is $6.0 M.
Foundations Financial Partners LLC's SIC: 62
Foundations Financial Partners LLC's NAICS: 523; 52.
Foundations Financial Partners LLC has 16 employees
Foundations Financial Partners LLC is in the industry of Professional training & coaching.
